Glass Cloth - Another Shortage
Here is another reason why the costs of computers are going to keep going up, making it SO important that you take planning for 2026 very seriously, especially around making the best of what you already have and getting more clever about what you buy going forward. Start managing expectations NOW with your financial colleagues - prices are going up...... A LOT!!!!!! Now the story about some glass you have never heard about..... The most important component in your next smartphone isn't the camera or the screen—it's a microscopic piece of Japanese cloth that AI giants are currently hoarding.
A tiny company, Nitto Boseki has found itself in the centre of an industry fighting to get access to this limited supply. This special type of glass fiber material is known as low-coefficient-of-thermal-expansion (CTE) glass, colloquially known as T-Glass. The fibres are strong and rigid, facilitating high-speed data transmission, making them ideal for the latest generation processors, component PCBs, and various key Al components for the new data centres that everyone wants to build.
Just while all this is starting to be publicly known, the announcement by NVIDIA below is interesting, and also important to consider what I have shared about Panther Lake, where for many applications going forward you will NOT require a discrete GPU - aren't we all lucky!
Please contact your First Technology Group account manager to connect you with our specialists who can help with planning your roadmap with this new hardware, along with alternative form factors, and to simultaneously implement a program to extend the life of existing hardware through debloating and optimisation.
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